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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (16392)	10/28/2000 6:41:32 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: if and when AMD does catch up, AMD will have the INFRASTRUCTURE problem to contend with - chip sets, motherboard - But you're forgetting the gift from Rambus. The infrastructure problem has stymied Intel's competitors for the last 20 year. But, thanks to Intel's crazy and rather sordid affair with Rambus, AMD will have its DDR infrastructure solidly in place for desktops, portables, and servers as soon or sooner than Intel. This time Intel is actually a little behind in motherboards and chipsets relative to its current competition. Dan

To: Paul Engel who wrote (16392)	10/28/2000 6:47:48 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Paul Re...<<<<Intel is moving forward quickly, <<<< LOL If taking 6 + yrs to get the Itanic out and 5+ for P4 is quick; what is you idea of slow?

To: Paul Engel who wrote (16392)	10/28/2000 9:51:45 PM
From: tejek	Read Replies (1) \| Respond to of 275872

Intel is moving forward quickly, especially in the mobile segment - and as they offer faster parts at good power requirements, it is going to take AMD longer to catch up to Intel. And if and when AMD does catch up, AMD will have the INFRASTRUCTURE problem to contend with - chip sets, motherboard - the usual dilemma AMD faces. Hmmm, interesting.....Going forward, Intel will not have the vaporware launch problem but AMD will have the infrastructure problem. Can you reveal your source, or are you under a NDA?